Creating Abandonment Lists

In the When a contact drop-down menu, select abandons a shopping cart.

In the on site field, type the name of the site.

Click Add Rule.

Click Save Changes.

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Editing Dynamic Lists

To modify a dynamic list, do the following:

In SharpSpring's top toolbar, click Contacts > Lists.

Locate the desired rules-based list.

To the right of the list, click Options >Change List Settings.

Change the name of the list.

Change the trigger rules.

Click Save Changes.

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Even when modifying lists, leads will not be automatically removed from a dynamic list if they no longer meet the list criteria. You must rebuild the list to see how many leads fit that criteria at any given time.